Directly responsible for ensuring that the long-term financial health of the properties in the portfolio meets EAH, owner, and lender requirements. Involved in all financial aspects of real estate activities from pre-development through operations and 15 year buy-outs.> Ensures that established property and financial criteria are met for each property. > Works with REM and Facilities staff on capital needs assessments, capital improvements, and use of reserves. > Participates in strategic planning and policy development of EAH property assets. > Works closely with REM staff on annual budgets to ensure that the properties are performing as originally projected. > Develops and implements Asset Management department goals that will ensure that long-term financial health of EAH properties meets EAH, owner and lender requirements.> Works with REM and RED to create accurate Pro-forma financials and long-term financial plans for new properties.> Working through Asset Management team, ensures that: o Capital accounts and losses are reviewed and monitored. o 15-year buyout strategies support established EAH goals and initiatives. o Properties moving into operations are meeting Pro forma performance through first complete fiscal year of full operations.> Reviews and analyzes quarterly property financial statements for reports to CEO, CFO and REM Senior Vice President.> Analyzes purchase options as proposed by Asset Management staff. > Works with REM and Facilities staff regarding capital assessments, capital improvements and use of reserves including potential energy efficiency options. > Oversees Compliance and Quality Assurance Departments, ensuring that vacancy, waitlist, and certification procedures for properties are carried out in conformity with all regulatory requirements and company procedures. > Oversees Master Property Insurance policies. Assists in annual renewal negotiation with CEO, CFO REM & RED Senior Staff.

Ensures property and service responsibilities are performing, including but not limited to:▪ Serve as the asset management responsible party for regulatory compliance, and oversight for all properties in the Trust’s portfolio;▪ Oversee Business managers and works in conjunction with property managers on initial project lease-ups ensuring timely and accurate processing of applicants and provide reporting to limited partners and funders;▪ Ensure review of documents related to compliance reporting to limited partners, funders and other agencies are completed by the Business managers and use judgment, experience and professional skills to identify documents necessary for reporting requirements and asset management recordkeeping;▪ Ensure annual rental increases in the Trust’s portfolio;▪ Ensure the Property management team conducts physical and file quarterly audits for all properties under oversight.▪ Conduct quarterly compliance training for property management staff, to ensure all updated annually laws and regulations are implemented timely.▪ Complete and/or supervise the completion of all quarterly and annual reports to investors and housing programs on time; and▪ Other duties as assigned by the Executive Leadership;▪ Primary interface with the Limited Partners as it relates to the performance of their assets from a physical, human capital and financial perspective.▪ Responsible for meeting and exceeding 5 year organizational strategic plan related to Portfolio Management.▪ Responsible for annual budget, staff evaluations, hiring and maintaining required staff to oversee a large portfolio.▪ Responsible for ensuring the physical and financial health of the operational portfolio under oversight.

Ensures property and service responsibilities are performing, including but not limited to:▪ Serve as the asset management responsible party for regulatory compliance, and oversight for all properties in the Trust’s portfolio;▪ Oversee Property Management Company(s) on initial project lease-ups ensuring timely and accurate processing of applicants and provide reporting to limited partners and funders;▪ Ensure review of documents related to compliance reporting to limited partners, funders and other agencies are completed by the asset managers and use judgment, experience and professional skills to identify documents necessary for reporting requirements and asset management recordkeeping;▪ Ensure annual rental increases in the Trust’s portfolio;▪ Ensure the Asset Management team conducts physical and file quarterly audits for all properties under oversight.▪ Conduct quarterly asset management compliance training for property management staff, to ensure all updated annually laws and regulations are implemented timely.▪ Complete and/or supervise the completion of all quarterly and annual reports to investors and housing programs on time; and▪ Other duties as assigned by the Executive Leadership;▪ Primary interface with the Limited Partners as it relates to the performance of their assets from a physical, human capital and financial perspective.▪ Responsible for meeting and exceeding 5 year organizational strategic plan related to Asset and Portfolio Management.▪ Responsible for annual budget, staff evaluations, hiring and maintaining required staff to oversee a large portfolio.▪ Responsible for ensuring the physical and financial health of the operational portfolio under oversight.

> Work with Property Management Company on initial project lease-ups ensuring timely and accurate processing of applicants and provide reporting to limited partners and funders;> Review documents related to compliance reporting to limited partners, funders and other agencies and use judgment, experience and professional skills to identify documents necessary for reporting requirements and asset management recordkeeping;> Coordinate with property management to conduct quarterly asset management compliance training for property management staff, and evaluate the effectiveness of the training and make recommendations on structuring future seminars, as necessary;> Assist in preparations of reports to auditing agencies.> Assist in preparations of subsidy applications and other property requirements, including annual budgets.> Assist in preparation of financial review either by submitting financial statements needed or communicating with other departments to locate financial statements needed.> Ensure compliance and assist with oversight of subsidy programs attached to the properties> Complete and/or supervise the completion of all quarterly and annual reports to investors and housing programs on time; and > Conduct reviews of resident files on a quarterly basis to ensure compliance and recommend and monitor any corrections to files that are needed;> Review and approve annual financial audits;> Analyze the portfolio and provide support to Director of Asset Management in strategies to improve short- and long-term cashflows.

Responsible for directing and coordinating the daily activities of the asset management staff to maintain fiscal, physical and regulatory compliance for all ACOF buildings. Oversaw special projects as related to Partnership reporting, workouts and Year 15 exit strategies.> Oversaw asset management activities for the portfolio of properties as well as those of direct reports, including oversight of property management activities (internal and third party); regulatory agreements and requirements; development and oversight of property budgets and financial performance; lender, investor and program compliance reporting; capital needs assessments and planning.> Maintained/ensured clear and consistent communication with property management regarding owners objectives and operations as it relates to project budgets; lease up; maintenance; rent collections; annual monitoring and compliance; rent increases; day-to-day procedural issues; and agency mission.> Ensured regular analysis of operating statements, budgets and other data relating to asset management.> Ensured annual property monitoring, review of financial budgets and reports, created reports to partners and review requests of use of reserves.> Worked proactively to identify property performance issues as they arose. Worked collaboratively with housing and property management staff to create and implement a workout plan or other steps to address performance concerns.> Participated in various working groups dedicated to industry, local and national policy or community development in accordance with ACOF’s mission and housing objectives.> Maintained welfare tax exemption and file property tax returns and business license renewal.> Conducted trend analysis on portfolio performance.> Supported Asset Managers to review vendors and negotiate contracts.> Responded to and tracked legal issues.

Ensured the performance of assets in the Company’s affordable housing portfolio. Assisted the Development and Construction departments to ensure adequate sizing of deals for underwriting and construction timelines for on time delivery of assets.> Oversaw a portfolio of 28 Class A, B and C multi-family affordable properties in Southern California and Washington totaling 1,663 units.> Oversaw commercial space portfolio for the mixed use buildings. Portfolio contained 9 various retail locations.> Performed a review of monthly property financial statements, including analysis of balance sheet, income statement and variance report, to support portfolio performance reporting for senior management, lenders and investors. > Performed a review of annual audited financial statements and property tax returns to verify disbursements and financial stability of the asset.> Assessed project and partnership risk factors as they pertain to compliance with Section 42 (LIHTC) provisions, terms of the partnership agreement, loan documents, LURAs, QAPs, and tax credit application. > Analyzed property performance, valuation, market trends and operational strengths and weaknesses to inform strategies for maximizing value to the company. > Provided operational feedback to Construction and Development teams to inform design, leasing, financing and disposition strategies for new development projects. > Supported due diligence efforts related to the acquisition, capitalization and disposition of assets. > Coordinated regular asset calls and site visits with property management teams to ensure goals and budgets are being met, and if not, determine strategies for corrective action. > Negotiated and monitor contracts including leases, management agreements, vendor contracts, utility contracts, etc. to protect ownership rights and ensure contract compliance.

Ensured multi-family projects are in strict compliance with all rules and regulations set forth by Preservation Partners Management Group, Inc., HUD, Section 42 LIHTC, investors and other regulatory bodies. > Kept abreast of legislation, regulations and issues that may impact property management operations. > Interfaced with government regulatory agencies as the management agent and ensured regulatory compliance.> Maintained effective working relationships with representatives of city, state and federal agencies, industry peers, and others involved with government. Disseminated relevant information, as appropriate to support teams. > Interpreted IRS and HUD regulations for federal housing programs administered by Housing Finance Agencies and other program funding agencies for Leadership. > Developed internal department controls and policies designed to check that all compliance requirements are met. > Directed, prepared and/or monitored monthly, quarterly, and annual reporting requirements. > In conjunction with Regional Managers and Director of Property Management assisted in providing staff training on compliance issues, re-certifications, and other legal monitoring requirements. > Created compliance-training program for employees in property management. > Acted as Preservation Partners Management Group’s Section 504 Coordinator.

Assisted acquisitions in shaping the investment by evaluating projected operating numbers, investments assumptions, structure of the limited partnership agreement, and capacity of the sponsor and property management agent. > Oversaw the financial and operational performance of an assigned multifamily portfolio of $454.5MM in equity, including Low Income Housing Tax Credit (LIHTC) and Section 8 properties. Portfolio contained 53 Class A and B properties located in 13 states.> Provided workout and repositioning solutions for distressed assets.> Handled refinancing, acquisitions, and dispositions for partner interest and properties.> Improved the property monitoring and risk management processes including overseeing third party property management companies.> Evaluated economic and demographic trends, multifamily markets and apply them to investments in the portfolio.> Reviewed monthly financial reports prepared by property management firms to track asset performance; review and evaluate key indicators, such as vacancy, delinquencies and turnover rates, and budget-to-actual variances.> Monitored the construction, leasing, stabilization, and ongoing management and compliance strategies for the assigned properties.> Analyzed appropriateness and timing of equity installments and equity adjustments/yield maintenance calculations> Performed surplus cash calculations and coordinates receipt of fees and cash flow sharing.

Managed marketing and market conditions for properties located within the Mercy Housing portfolio. > Oversaw the marketing and management of properties located in the Southeast Region of the Mercy Housing corporate portfolio, which contained 46 Properties (over 3,500 units) in Alabama, Georgia, Kentucky, North Carolina, Ohio, South Carolina and Tennessee. > I was responsible for all Lease Ups, Marketing Management and staffing for newly developed properties. Assisted with marketing outreach to achieve occupancy goals and marketing plans for established properties and property staff in place. > Worked closely with the Development Team to see a smooth transition of the property going from Construction/ Development to Operations. > Performed compliance and file reviews to ensure compliance with the various regulatory agencies layered on the properties. > Ensured that marketing surveys are completed as required and submitted for review, including recommendations for operational improvement.> Ensured that Affirmative Fair Housing Marketing Plans (AFHMP) on HUD-funded properties are submitted and approved.> Evaluated and collaborated on marketing training needs at assigned sites. > Trained and mentored Property Operations staff to develop core leasing and marketing skills, as requested.> Developed and maintained national marketing collateral. Ensured that properties have properly displayed required materials and meet property needs on an ongoing basis.

 Gathered, managed, interpreted, and processed and reviewed loan files for financial feasibility and compliance with rules and regulations governing the MHC programs assigned.  Responsible for fund disbursements from three federal sources to qualifying developments totaling $77.5MM Planned financial consultation, construction oversight, Davis Bacon monitoring, site visits, and collection efforts and etc., for single family and multifamily programs. The incumbent must exercise the utmost confidentiality in managing and processing development loan files, loan applicants’ work history, credit history, and financial net worth. Served as liaison between the corporation and other state or federal agencies to keep program compliance and regularity affluent.

 Serviced loan files for compliance with rules and regulations governing the tax credits, Multifamily Bond, and rural housing programs.  Required working knowledge of federal regulations affecting the Housing Tax Credit (HTC) Program; and working knowledge of state and federal regulations affecting housing programs. o Reviewed and analyzed HTC application packages for completeness of information, conformity to applicable corporate program rules and IRS guidelines, and determination of threshold eligibility.o Compiled and prepared form 8609, for execution by designated MHC personnel, for those projects which have met the requirements of the Qualified Allocation Plan (QAP) and submitted the required documentation. Assisted the Vice President of Tax Credits, with the development and implementation of HTC information materials for applicants and the public Recommended enhancements/ improvements to the HTC program to senior level management for MHC's consideration. Conducted education/professional growth and development seminars for interested parties of the HTC Program.

Processed applications from Developers who are applying for Tax Credits to build Affordable Housing in the State of Mississippi. Conducted underwriting assessments, inspections, and many other various duties.

Managed various apartment communities in the State of Mississippi.